Before you can apply for the CFA® Program, you must fulfil the following criteria set out by CFA Institute:

Meet the entrance requirements:

  • Have a bachelors (or equivalent) degree
    • Or be in the final year of your bachelor's degree program at the time of registration*
    • Or have four years of professional work experience (does not have to be investment related)
    • Or have a combination of professional work and college experience that totals at least four years. Part-time positions do not qualify, and the four-year total must be accrued prior to enrollment.
  • Be sure you understand the Professional Conduct Statement and Candidate Responsibility Statement.
  • Be prepared to take the exams in English.
  • Have a valid international travel passport (required for exam registration and admission to the test center). Read the ID policy.

For further details, please visit the CFA Institute website

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